Closing the Information Gap

We publish our deep work to turn complex knowledge into actionable insights—designed specifically for independent advisors and the private clients we serve.
Cinematic view of a modern library archive with organized binders in gold and plum, symbolizing Taxevity's structured educational curriculum.
An elegant, gold magnifying glass closely examining an intricate financial blueprint, symbolizing the critical due diligence and questions to ask before starting an Immediate Financing Arrangement (IFA).

5 Questions to Ask Before Starting an Immediate Financing Arrangement (IFA)

The Immediate Financing Arrangement (IFA) is a powerful but complex strategy. Before committing, it’s crucial to ask the right questions about how it works, if it’s a fit for you, and what the real risks and benefits are.

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Abstract image of an illuminated but fractured glass pathway forking in a dark, complex space, symbolizing the difficult strategic choices when unwinding an Immediate Financing Arrangement (IFA).

Unwinding an IFA: What Are the Options for an Early Exit?

An essential guide for accountants on the strategic options for an early exit from an Immediate Financing Arrangement (IFA). This article details the four pathways to unwind an IFA, analyzes the critical tax consequences, and explains how to avoid a catastrophic “double tax event”.

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Abstract macro photo of a water droplet creating glowing ripples in rich plum and gold, symbolizing the multiplier effect of combining an Immediate Financing Arrangement (IFA) with strategic philanthropy.

IFA-Enhanced Philanthropy: A Research Companion for Accountants

A research companion for accountants on combining an IFA with strategic philanthropy to amplify client impact, create new assets, and preserve their estate.

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A minimalist sculpture of a marble balancing scale. On one side is an intricate model of a building, representing an illiquid family business. On the other is a glowing sphere, representing the liquid capital from an IFA-funded insurance policy, creating perfect equity.

IFA-Enhanced Estate Equalization: An Accountant’s Guide

Discover how to use an Immediate Financing Arrangement (IFA) to fund a life insurance policy for estate equalization, allowing your clients to treat all heirs fairly without selling the family business.

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View from the helm of a sophisticated yacht navigating a stormy sea at night. The calm, illuminated controls contrast with the chaotic waves, symbolizing the disciplined mindset required for a leveraged financial strategy.

The IFA Mindset: Is Your Temperament Suited for a Leveraged Strategy?

Explore the “IFA Mindset,” the unique blend of psychological fortitude, emotional discipline, and long-term perspective required to successfully manage a leveraged financial strategy like an Immediate Financing Arrangement.

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A diptych image comparing writing tools. The left panel shows an ornate, classic fountain pen, representing a legacy life insurance policy. The right panel shows a sleek, modern digital pen, representing a new, purpose-built policy.

Using an Existing Life Insurance Policy for an IFA: An Accountant’s Guide

Discover whether you can use an existing life insurance policy for an Immediate Financing Arrangement (IFA). This guide for accountants weighs the pros and cons of leveraging a current policy versus acquiring a new one, focusing on lender requirements, financial efficiency, and key strategic trade-offs.

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A sophisticated, holographic star chart representing the complex landscape of IFA lenders. One clear, illuminated path is highlighted, symbolizing the strategic selection of the right lending partner.

How to Select an IFA Lender: An Accountant’s Guide

A practical guide for accountants on selecting an IFA lender in Canada. Includes a due diligence framework, a comparative worksheet, and key client talking points.

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Abstract architectural art of two large, minimalist stone pillars. One pillar is solid and stable, representing the Insurance Pillar of an IFA, while the other is illuminated from within, representing the Lending Pillar.

A Guide to IFA Insurers and Lenders

An Immediate Financing Arrangement (IFA) is built with two key providers: an insurance company and a lender. This guide for accountants explains the different types of insurers and lenders in the Canadian market and shows how strategically pairing them is essential to structuring a successful IFA that aligns with specific…

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Technical cutaway illustration of a private jet, revealing its inner mechanics. A central, glowing engine represents the stability of a whole life insurance policy powering the entire structure of an IFA.

A Look Under the Hood: Why Whole Life is the Engine for an IFA

For accountants: discover why the contractual guarantees and specific design of Whole Life insurance make it the only suitable engine for a stable, long-term Immediate Financing Arrangement (IFA).

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